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Licensed Wealth Management Assistant

2 weeks ago

Calgary, Alberta, Canada Summit Search Group Full time $80,000 - $120,000 per year

Our client is growing, and they're looking for a motivated Licensed Sales Assistant to join our successful advisory team in Calgary. As part of a leading independent investment dealer—you'll be part of a trusted organization that delivers personalized wealth management solutions to clients across Canada.

If you thrive in a professional, fast-paced environment and enjoy building strong client relationships, this is an excellent in-office opportunity to take the next step in your financial services career.

About the Role

As a Licensed Sales Assistant, you will play a key role in supporting our advisory team and ensuring an exceptional client experience. You'll handle a mix of administrative, operational, and client service responsibilities, working closely with clients, advisors, and internal departments to keep the practice running smoothly.

Key Responsibilities

  • Prepare and review daily, monthly, and annual reports; draft client correspondence; and manage special projects
  • Process and follow up on security transactions and transfers, including trade instructions
  • Open new accounts, manage documentation, and ensure compliance with regulatory requirements
  • Support the team with paperwork, head office communications, and account opening processes
  • Liaise with internal operational and administrative departments as needed
  • Handle incoming and outgoing client calls, providing prompt and accurate information
  • Build and maintain strong client relationships through responsive communication and proactive problem-solving
  • Manage clients' day-to-day administrative and trade requests with discretion and efficiency
  • Prepare professional correspondence, reports, and maintain organized client files
  • Act as the team lead during tax reporting season, coordinating with clients and tax professionals
  • Support Financial Advisors in business growth initiatives
  • Perform general office duties as required

Qualifications & Skills

  • Minimum 3 years of industry experience, including at least 2 years in investment brokerage or financial services
  • Solid understanding of investment processes, procedures, and compliance regulations
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent verbal and written communication skills, with a high level of professionalism
  • Strong organizational skills and attention to detail
  • Familiarity with LinkedIn, Facebook, and Twitter
  • Exceptional client service and interpersonal skills
  • Proven ability to prioritize, multitask, and meet deadlines in a high-volume, fast-paced environment
  • Demonstrated ability to work independently and collaboratively as part of a team
  • Flexible, resourceful, and willing to assist others as needed

Remuneration for this position will consist of a base salary of $80K, a full benefit program and flex days